SPDR SERIES TRUST - BWX

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$677.8M
QoQ value delta ($000)
-$20.65M (-2.96%)
Implied price effect (QoQ)
-2.03%
Shares
Total shares
30,080,788
QoQ shares delta
-288,739 (-0.95%)
Total shares held by funds (by quarter)

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Top holders (Q4 2025)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
Cerity Partners OCIO LLC 167,442 7,431,984 9.26%
MORGAN STANLEY 69,747 3,095,764 0.0%
MANUFACTURERS LIFE INSURANCE COMPANY, THE 62,162 2,759,114 0.05%
Checchi Capital Advisers, LLC 34,521 1,532,256 1.76%
Creative Planning 24,778 1,099,785 0.02%
ENVESTNET ASSET MANAGEMENT INC 20,854 925,631 0.01%
LEUTHOLD GROUP, LLC 18,765 832,892 2.03%
GOULD ASSET MANAGEMENT LLC /CA/ 15,277 678,111 2.71%
GOLDMAN SACHS GROUP INC 14,102 625,925 0.0%
TECTONIC ADVISORS LLC 13,178 584,925 0.69%
Walkner Condon Financial Advisors LLC 10,370 460,268 1.44%
JANE STREET GROUP, LLC 10,340 458,947 0.0%
BANK OF AMERICA CORP /DE/ 10,200 452,763 0.0%
CITIGROUP INC 10,044 445,841 0.0%
FLC Capital Advisors 9,784 434,297 1.81%
LPL Financial LLC 9,604 426,296 0.0%
Financial Engines Advisors L.L.C. 8,946 397,095 0.02%
Net Worth Advisory Group 8,575 380,616 1.73%
WealthShield Partners, LLC 7,966 353,597 0.88%
Cetera Investment Advisers 7,301 324,099 0.01%
Ackerman Capital Advisors, LLC 6,750 299,627 1.35%
Blueprint Investment Partners LLC 6,526 289,700 0.7%
rebel Financial LLC 6,298 279,541 2.69%
Upper Left Wealth Management, LLC 6,011 266,826 3.66%
COMMONWEALTH EQUITY SERVICES, LLC 5,777 256,427 0.01%